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Van Hulzen Asset Management’s McDonald's MCD Stock Holding History

Van Hulzen Asset Management’s Portfolio MCD Stock Details MCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$26.5M Sell
85,394
-138
-0.2% -$44K 1.97% 11
2025
Q4 		$26.1M Buy
85,532
+1,343
+2% +$411K 1.92% 9
2025
Q3 		$25.6M Buy
84,189
+1,720
+2% +$523K 1.9% 11
2025
Q2 		$24.1M Buy
82,469
+5,006
+6% +$1.54M 2.01% 10
2025
Q1 		$24.2M Sell
77,463
-25,926
-25% -$7.75M 2.21% 7
2024
Q4 		$30M Buy
103,389
+2,143
+2% +$639K 2.19% 7
2024
Q3 		$30.8M Sell
101,246
-18,463
-15% -$5.09M 2.23% 7
2024
Q2 		$30.5M Buy
119,709
+4,284
+4% +$1.14M 2.05% 7
2024
Q1 		$32.5M Buy
115,425
+111
+0.1% +$32.3K 2.15% 7
2023
Q4 		$34.2M Buy
115,314
+851
+0.7% +$232K 2.4% 5
2023
Q3 		$30.2M Buy
114,463
+11,093
+11% +$3.16M 2.32% 5
2023
Q2 		$30.8M Sell
103,370
-6,162
-6% -$1.79M 2.63% 4
2023
Q1 		$30.6M Buy
109,532
+30,350
+38% +$8.13M 2.88% 4
2022
Q4 		$20.8M Buy
79,182
+4,604
+6% +$1.21M 2.41% 5
2022
Q3 		$17.2M Buy
74,578
+14,600
+24% +$3.73M 2.12% 9
2022
Q2 		$14.8M Buy
59,978
+58,600
+4,253% +$14.4M 1.77% 15
2022
Q1 		$341K Buy
1,378
+1
+0.1% +$249 0.04% 216
2021
Q4 		$369K Sell
1,377
-250
-15% -$63.1K 0.04% 214
2021
Q3 		$392K Buy
1,627
+168
+12% +$40.1K 0.06% 183
2021
Q2 		$337K Hold
1,459
– – 0.05% 195
2021
Q1 		$327K Sell
1,459
-356
-20% -$76.1K 0.05% 189
2020
Q4 		$389K Sell
1,815
-105
-5% -$22.8K 0.06% 179
2020
Q3 		$422K Sell
1,920
-92
-5% -$18.9K 0.06% 152
2020
Q2 		$371K Buy
2,012
+288
+17% +$52.8K 0.06% 163
2020
Q1 		$285K Buy
1,724
+380
+28% +$74.9K 0.06% 187
2019
Q4 		$266K Sell
1,344
-1,418
-51% -$281K 0.05% 226
2019
Q3 		$593K Sell
2,762
-43
-2% -$9.22K 0.13% 118
2019
Q2 		$583K Buy
2,805
+884
+46% +$175K 0.13% 116
2019
Q1 		$365K Buy
1,921
+252
+15% +$45.7K 0.1% 149
2018
Q4 		$296K Buy
1,669
+433
+35% +$76.8K 0.09% 166
2018
Q3 		$207K Buy
+1,236
New +$198K 0.06% 218
2017
Q2 		– Sell
-3,343
Closed -$433K – 145
2017
Q1 		$433K Sell
3,343
-34
-1% -$4.27K 0.2% 87
2016
Q4 		$411K Buy
3,377
+2,001
+145% +$235K 0.19% 90
2016
Q3 		$159K Buy
1,376
+500
+57% +$59.2K 0.09% 125
2016
Q2 		$105K Hold
876
– – 0.06% 133
2016
Q1 		$110K Sell
876
-3,640
-81% -$435K 0.06% 135
2015
Q4 		$533K Sell
4,516
-24,586
-84% -$2.75M 0.33% 66
2015
Q3 		$2.87M Buy
29,102
+1,506
+5% +$147K 1.85% 13
2015
Q2 		$2.62M Buy
27,596
+21,027
+320% +$2.03M 1.41% 22
2015
Q1 		$640K Buy
6,569
+1,503
+30% +$143K 0.39% 68
2014
Q4 		$475K Buy
+5,066
New +$474K 0.33% 65
2014
Q2 		– Sell
-6,859
Closed -$672K – 81
2014
Q1 		$672K Buy
6,859
+63
+0.9% +$6.02K 0.68% 48
2013
Q4 		$659K Buy
+6,796
New +$653K 0.57% 59

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

Van Hulzen Asset Management's MCD Position: Q1 2026 in Review

Van Hulzen Asset Management reduced its McDonald's (MCD) stake by 0.16% in Q1 2026, selling an estimated $44K and leaving 85,394 shares worth $26.5M. The position accounts for 1.97% of the portfolio, ranked #11.

Van Hulzen Asset Management first reported a position in MCD in Q4 2013 and has held it in 43 quarters since. The position peaked at $34.2M in Q4 2023. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Van Hulzen Asset Management held 85,394 shares of McDonald's worth $26.5M as of Q1 2026.
  • Van Hulzen Asset Management sold 138 McDonald's shares in Q1 2026, an estimated $44K.
  • McDonald's made up 1.97% of Van Hulzen Asset Management's portfolio in Q1 2026, its #11 holding.
  • Van Hulzen Asset Management first reported a position in McDonald's in Q4 2013 and has held it in 43 quarters since.
  • Van Hulzen Asset Management's McDonald's position peaked at $34.2M in Q4 2023.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.